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Disclosery

NWAM LLC: DFIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWAM LLC on DFIP, newest first. How the timeline and the estimate are built.

NWAM LLC held 56,035 DFIP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,035 shares
    Change vs previous 13F +3,564 shares

    0.12% of the 13F portfolio, value $2,311,718.

    13F-HR 0001655006-26-000005 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,471 shares
    Change vs previous 13F +2,415 shares

    0.13% of the 13F portfolio, value $2,189,072.

    13F-HR 0001655006-26-000004 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,056 shares
    Change vs previous 13F +6,827 shares

    0.12% of the 13F portfolio, value $2,080,060.

    13F-HR 0001655006-26-000001 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 43,229 shares
    Change vs previous 13F +2,312 shares

    0.1% of the 13F portfolio, value $1,825,565.

    13F-HR/A 0001655006-26-000002 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 40,917 shares
    Change vs previous 13F +1,252 shares

    0.1% of the 13F portfolio, value $1,710,753.

    13F-HR/A 0001655006-26-000003 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,665 shares
    Change vs previous 13F +5,163 shares

    0.14% of the 13F portfolio, value $1,670,346.

    13F-HR 0001085146-25-002583 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,502 shares
    Change vs previous 13F +4,310 shares

    0.09% of the 13F portfolio, value $1,397,005.

    13F-HR 0001085146-25-000766 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,192 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,276,518.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).